North Star Investment Management’s HSBC HSBC Stock Holding History

North Star Investment Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9K	Buy	146 +6	+4%	+$548	﹤0.01%	1004
2026 Q1	$11.5K	Buy	140 +19	+16%	+$1.61K	﹤0.01%	996
2025 Q4	$9.52K	Buy	121 +102	+537%	+$7.29K	﹤0.01%	969
2025 Q3	$1.35K	Sell	19 -71	-79%	-$4.62K	﹤0.01%	1149
2025 Q2	$5.47K	Hold	90	–	–	﹤0.01%	993
2025 Q1	$5.17K	Hold	90	–	–	﹤0.01%	974
2024 Q4	$4.45K	Sell	90 -90	-50%	-$4.17K	﹤0.01%	1025
2024 Q3	$8.13K	Buy	180 +90	+100%	+$3.9K	﹤0.01%	886
2024 Q2	$3.92K	Hold	90	–	–	﹤0.01%	963
2024 Q1	$3.54K	Buy	+90	New	+$3.51K	﹤0.01%	1028

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

North Star Investment Management's HSBC Position: Q2 2026 in Review

North Star Investment Management increased its HSBC (HSBC) stake by 4.3% in Q2 2026, buying an estimated $548 and bringing the position to 146 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

North Star Investment Management first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

North Star Investment Management held 146 shares of HSBC worth $13.9K as of Q2 2026.
North Star Investment Management bought 6 HSBC shares in Q2 2026, an estimated $548.
HSBC made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1004 holding.
North Star Investment Management first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.